Well advised with financial investments and asset management
Institutional investors can invest on much more favourable terms than private investors. Nevertheless, costs for the selection, management and safekeeping of the assets must be taken into account and reduce the returns of the foundation and its beneficiaries. Additional costs can only be justified towards beneficiaries if they enable higher returns to be generated.
VZ is an independent consulting firm with long-standing experience as the asset manager of large sums. We support foundation boards and other bodies with our expertise in all investment matters – be this in the derivation of an investment strategy or its tactical implementation. Many foundations also ask us to conduct a fee analysis and entrust us with the independent management of their assets.
The most important questions for pension funds
Is my investment strategy optimised in line with our requirements?
Am I aware of the return, risks and costs of our portfolio?
Where can I obtain an independent second opinion on our asset management?
What are the advantages of rule-based asset management?
Am I paying excessive asset management fees?
What do I need to know about my investments?
Where can I find comprehensive services and support?
Where can we find a suitable mortgage administrator for our portfolio?
How we can invest in first class Swiss residential mortgages?
How is a foundation correctly positioned?
Are my controlling tools transparent and meaningful?
How can we manage our foundation in an efficient and cost-efficient manner?